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Openpay
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Overview: Automation now interfaces with the Openpay online network, this new feature allows you to process
billings directly to Openpay, once authorised the pending payments due are deposited to an Openpay clearing
account (bank account) you will need to create this account via your account list for information on how to create
a clearing account click on this link Clearing Accounts. You can use this account to transfer payments as they are
received directly to your bank via the transfer funds option available from the admin menu. You can also pay any
fees due to Openpay from the clearing account by raising a bill in purchasing for outstanding processing fees and
then paying from the Openpay clearing account.
Enabling Open Pay: To accept Openpay you will first need to enter your token details provided by Openpay, if
you do not have a token please contact Openpay direct as Microbase does not have the ability to generate
these credentials. Next go to File / Site Settings / Online > Openpay Option.
From the Openpay screen select the enable Openpay for this database option, enter your token number, we
suggest you receive all openpay payments into the Openpay Clearing Account (you will need to create the
clearing account), you can if you wish use an alternate, selecting the button to the right of the account field will
open the account list, point and double click on your selection and save with OK (F12). We strongly suggest you
separate your Openpay transactions as this will make for easy reconciliation when transferring to your bank or
paying any Openpay charges. Save your settings with OK (F12) from the Openpay and site settings display.
Openpay, Transaction Processing: Firstly, it is important to note that Openpay need to receive details of the
transaction, for this to occur you can only process Openpay from either the payment option as you close the job
card or charge invoice and the sales screen by highlighting the transaction and selecting payment from the
bottom of the screen. Please be aware that you can’t process multiple invoices in one Openpay transaction, each
invoice will need to be authorised and processed individualy.
From the sales screen highlight the invoice you wish to process via Openpay or if proceeding from the close job
card form simply click on payment. In the payment receipt form make sure the correct transaction is flagged for
payment, move up to the media filed and select Openpay, a sub screen will open requesting you to enter the
customer ID. Enter the details and select create.
Openpay
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The client will via the Openpay application receive an intention to buy notification, before you can proceed they
need to accept the payment plan and select proceed from their smart phone. You will see a message informing
you that the plan has been created, a reference number is inserted into the Openpay sub form, once the client
accepts the plan you can select the confirm option.
You will now receive an order and plan status indicator, approved and active, to deposit the payment into your
Openpay clearing account select the OK (F12) option at the bottom of the form, you are then taken into the
Automation payment receipt form showing the paymet and the account it has been deposited to.
Openpay
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